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Diversify Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

Diversify Wealth Management’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Sell
5,491
-26,075
-83% -$1.34M ﹤0.01% 1083
2026
Q1 		$1.77M Buy
31,566
+14,857
+89% +$964K 0.03% 414
2025
Q4 		$1.08M Buy
16,709
+829
+5% +$50.7K 0.05% 306
2025
Q3 		$962K Sell
15,880
-115
-0.7% -$8.01K 0.06% 281
2025
Q2 		$1.04M Buy
15,995
+3,066
+24% +$256K 0.06% 263
2025
Q1 		$1.06M Buy
12,929
+2,530
+24% +$208K 0.08% 236
2024
Q4 		$770K Buy
10,399
+2,713
+35% +$211K 0.06% 261
2024
Q3 		$555K Buy
7,686
+646
+9% +$45.7K 0.05% 303
2024
Q2 		$476K Buy
+7,040
New +$477K 0.06% 288

Other funds holding PBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Wealth Management's PBH Position: Q2 2026 in Review

Diversify Wealth Management reduced its Prestige Consumer Healthcare (PBH) stake by 83% in Q2 2026, selling an estimated $1.34M and leaving 5,491 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Diversify Wealth Management first reported a position in PBH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.77M in Q1 2026. 320 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Diversify Wealth Management held 5,491 shares of Prestige Consumer Healthcare worth $277K as of Q2 2026.
  • Diversify Wealth Management sold 26,075 Prestige Consumer Healthcare shares in Q2 2026, an estimated $1.34M.
  • Prestige Consumer Healthcare made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1083 holding.
  • Diversify Wealth Management first reported a position in Prestige Consumer Healthcare in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Prestige Consumer Healthcare position peaked at $1.77M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.